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SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 401k Plan overview

Plan NameSOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN
Plan identification number 002

SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHWEST HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHWEST HEALTH CENTER, INC.
Employer identification number (EIN):391370626
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DANIEL ROHRBACH2023-10-13 DANIEL ROHRBACH2023-10-13
0022021-01-01DANIEL ROHRBACH2022-10-17 DANIEL ROHRBACH2022-10-17
0022020-01-01DANIEL ROHRBACH2021-10-14 DANIEL ROHRBACH2021-10-14
0022019-01-01DANIEL ROHRBACH2020-10-13 DANIEL ROHRBACH2020-10-13
0022018-01-01DANIEL ROHRBACH2019-10-15 DANIEL ROHRBACH2019-10-15
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01DANIEL ROHRBACH DANIEL ROHRBACH2015-10-15
0022013-01-01DANIEL ROHRBACH DANIEL ROHRBACH2014-10-13
0022012-01-01MATTHEW STREETER
0022011-01-01DAN ROHRBACH
0022010-01-01MIKE GUTSCH
0022009-01-01MIKE GUTSCH

Plan Statistics for SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN

401k plan membership statisitcs for SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN

Measure Date Value
2022: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01676
Total number of active participants reported on line 7a of the Form 55002022-01-01561
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01156
Total of all active and inactive participants2022-01-01717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01717
Number of participants with account balances2022-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01639
Total number of active participants reported on line 7a of the Form 55002021-01-01502
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01165
Total of all active and inactive participants2021-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01667
Number of participants with account balances2021-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01750
Total number of active participants reported on line 7a of the Form 55002020-01-01495
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01137
Total of all active and inactive participants2020-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01632
Number of participants with account balances2020-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01687
Total number of active participants reported on line 7a of the Form 55002019-01-01644
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01101
Total of all active and inactive participants2019-01-01745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01745
Number of participants with account balances2019-01-01502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01682
Total number of active participants reported on line 7a of the Form 55002018-01-01594
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0193
Total of all active and inactive participants2018-01-01687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01687
Number of participants with account balances2018-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01634
Total number of active participants reported on line 7a of the Form 55002017-01-01595
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0185
Total of all active and inactive participants2017-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01680
Number of participants with account balances2017-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01566
Total number of active participants reported on line 7a of the Form 55002016-01-01564
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0172
Total of all active and inactive participants2016-01-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01636
Number of participants with account balances2016-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01494
Total number of active participants reported on line 7a of the Form 55002015-01-01496
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01552
Number of participants with account balances2015-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01469
Total number of active participants reported on line 7a of the Form 55002014-01-01490
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01532
Number of participants with account balances2014-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01428
Total number of active participants reported on line 7a of the Form 55002013-01-01384
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01438
Number of participants with account balances2013-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01416
Total number of active participants reported on line 7a of the Form 55002012-01-01297
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01343
Number of participants with account balances2012-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01470
Total number of active participants reported on line 7a of the Form 55002011-01-01333
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0178
Total of all active and inactive participants2011-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01411
Number of participants with account balances2011-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01462
Total number of active participants reported on line 7a of the Form 55002010-01-01400
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0169
Total of all active and inactive participants2010-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01469
Number of participants with account balances2010-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01391
Total number of active participants reported on line 7a of the Form 55002009-01-01309
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0172
Total of all active and inactive participants2009-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01381
Number of participants with account balances2009-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN

Measure Date Value
2022 : SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$979,691
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,026,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$947,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,687,227
Value of total assets at end of year2022-12-31$23,671,250
Value of total assets at beginning of year2022-12-31$23,718,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$78,976
Total interest from all sources2022-12-31$10,743
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$582,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$582,826
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,697,733
Participant contributions at end of year2022-12-31$254,750
Participant contributions at beginning of year2022-12-31$198,830
Participant contributions at beginning of year2022-12-31$4,729
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$547,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$374,532
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-46,776
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,671,250
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,718,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$78,976
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,015,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,916,866
Interest on participant loans2022-12-31$10,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,344,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,179,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,301,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,442,086
Employer contributions (assets) at end of year2022-12-31$56,960
Employer contributions (assets) at beginning of year2022-12-31$43,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$947,491
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI, LLP
Accountancy firm EIN2022-12-31390758449
2021 : SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,428,161
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,206,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,131,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,822,291
Value of total assets at end of year2021-12-31$23,718,026
Value of total assets at beginning of year2021-12-31$20,496,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,360
Total interest from all sources2021-12-31$13,688
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$872,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$872,984
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,206,013
Participant contributions at end of year2021-12-31$198,830
Participant contributions at beginning of year2021-12-31$277,890
Participant contributions at end of year2021-12-31$4,729
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$314,180
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$374,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$398,042
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,221,658
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,718,026
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,496,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$75,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,916,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,805,280
Interest on participant loans2021-12-31$13,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,179,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,719,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,302,098
Employer contributions (assets) at end of year2021-12-31$43,995
Employer contributions (assets) at beginning of year2021-12-31$15,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,131,143
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI, LLP
Accountancy firm EIN2021-12-31390758449
2020 : SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,084,736
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,929,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,863,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,513,770
Value of total assets at end of year2020-12-31$20,496,368
Value of total assets at beginning of year2020-12-31$16,341,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$66,716
Total interest from all sources2020-12-31$15,529
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$287,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$287,035
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,915,453
Participant contributions at end of year2020-12-31$277,890
Participant contributions at beginning of year2020-12-31$264,435
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$386,437
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$398,042
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,154,847
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,496,368
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,341,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,805,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,077,086
Interest on participant loans2020-12-31$15,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,268,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,211,880
Employer contributions (assets) at end of year2020-12-31$15,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,863,173
Contract administrator fees2020-12-31$66,716
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WIPFLI, LLP
Accountancy firm EIN2020-12-31390758449
2019 : SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,991,245
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$947,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$917,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,426,355
Value of total assets at end of year2019-12-31$16,341,521
Value of total assets at beginning of year2019-12-31$12,298,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,096
Total interest from all sources2019-12-31$10,415
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$241,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$241,175
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,922,341
Participant contributions at end of year2019-12-31$264,435
Participant contributions at beginning of year2019-12-31$81,289
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$504,014
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$49,168
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,043,369
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,341,521
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,298,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,077,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,336,138
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$10,415
Interest earned on other investments2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,831,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,313,300
Net investment gain/loss from pooled separate accounts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$917,780
Contract administrator fees2019-12-31$30,096
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm EIN2019-12-31390758449
2018 : SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$712
Total income from all sources (including contributions)2018-12-31$1,047,979
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$641,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$614,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,800,700
Value of total assets at end of year2018-12-31$12,298,152
Value of total assets at beginning of year2018-12-31$11,892,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,771
Total interest from all sources2018-12-31$21,850
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$236,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$236,204
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,781,797
Participant contributions at end of year2018-12-31$81,289
Participant contributions at beginning of year2018-12-31$57,584
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$18,903
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$49,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$44,258
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$406,399
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,298,152
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,891,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,336,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,230,638
Value of interest in pooled separate accounts at end of year2018-12-31$0
Interest on participant loans2018-12-31$3,263
Interest earned on other investments2018-12-31$18,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,831,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,559,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,010,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$614,809
Contract administrator fees2018-12-31$26,771
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$712
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI, LLP
Accountancy firm EIN2018-12-31390758449
2017 : SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,544
Total income from all sources (including contributions)2017-12-31$3,280,080
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$448,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$426,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,697,684
Value of total assets at end of year2017-12-31$11,892,465
Value of total assets at beginning of year2017-12-31$9,077,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,045
Total interest from all sources2017-12-31$17,695
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$374,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$374,100
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,660,936
Participant contributions at end of year2017-12-31$57,584
Participant contributions at beginning of year2017-12-31$54,810
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$36,748
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$44,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,831,779
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,891,753
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,059,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,230,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,727,108
Interest on participant loans2017-12-31$2,470
Interest earned on other investments2017-12-31$15,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,559,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,295,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,190,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$426,256
Contract administrator fees2017-12-31$22,045
Liabilities. Value of benefit claims payable at end of year2017-12-31$712
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$17,504
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI, LLP
Accountancy firm EIN2017-12-31390758449
2016 : SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,544
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,034,529
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$586,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$569,245
Value of total corrective distributions2016-12-31$86
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,442,032
Value of total assets at end of year2016-12-31$9,077,518
Value of total assets at beginning of year2016-12-31$7,611,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,131
Total interest from all sources2016-12-31$15,067
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$227,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$227,483
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,400,498
Participant contributions at end of year2016-12-31$54,810
Participant contributions at beginning of year2016-12-31$28,512
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$631
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$41,534
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$765
Other income not declared elsewhere2016-12-31$200
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,448,067
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,059,974
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,611,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,727,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,374,961
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$1,036
Interest earned on other investments2016-12-31$14,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,295,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,207,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$349,473
Net investment gain/loss from pooled separate accounts2016-12-31$274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$569,245
Contract administrator fees2016-12-31$17,131
Liabilities. Value of benefit claims payable at end of year2016-12-31$17,504
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI, LLP
Accountancy firm EIN2016-12-31390758449
2015 : SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,057,034
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$662,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$659,663
Value of total corrective distributions2015-12-31$264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,220,675
Value of total assets at end of year2015-12-31$7,611,907
Value of total assets at beginning of year2015-12-31$7,216,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,132
Total interest from all sources2015-12-31$16,737
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$303,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$303,276
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,214,850
Participant contributions at end of year2015-12-31$28,512
Participant contributions at beginning of year2015-12-31$50,193
Participant contributions at end of year2015-12-31$631
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,825
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$765
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$394,975
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,611,907
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,216,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,374,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,038,034
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,401
Interest on participant loans2015-12-31$1,775
Interest earned on other investments2015-12-31$14,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,207,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,124,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-483,683
Net investment gain/loss from pooled separate accounts2015-12-31$29
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$659,663
Contract administrator fees2015-12-31$2,132
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI, LLP
Accountancy firm EIN2015-12-31390758449
2014 : SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,217,804
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,079,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,070,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$946,141
Value of total assets at end of year2014-12-31$7,216,932
Value of total assets at beginning of year2014-12-31$7,078,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,158
Total interest from all sources2014-12-31$17,758
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$285,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$285,012
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$945,298
Participant contributions at end of year2014-12-31$50,193
Participant contributions at beginning of year2014-12-31$67,265
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$138,129
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,216,932
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,078,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,038,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,875,985
Value of interest in pooled separate accounts at end of year2014-12-31$4,401
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,157
Interest on participant loans2014-12-31$2,364
Interest earned on other investments2014-12-31$15,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,124,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,131,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-31,282
Net investment gain/loss from pooled separate accounts2014-12-31$175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,070,517
Contract administrator fees2014-12-31$9,158
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI, LLP
Accountancy firm EIN2014-12-31390758449
2013 : SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,612,584
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$581,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$572,472
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$720,190
Value of total assets at end of year2013-12-31$7,078,803
Value of total assets at beginning of year2013-12-31$6,047,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,960
Total interest from all sources2013-12-31$3,252
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$186,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$186,634
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$701,383
Participant contributions at end of year2013-12-31$67,265
Participant contributions at beginning of year2013-12-31$69,655
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,695
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$36,928
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,031,152
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,078,803
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,047,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,875,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,168,935
Value of interest in pooled separate accounts at end of year2013-12-31$4,157
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,991
Interest on participant loans2013-12-31$3,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,131,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$769,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$702,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$572,472
Contract administrator fees2013-12-31$8,960
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI, LLP
Accountancy firm EIN2013-12-31390758449
2012 : SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,265,606
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$966,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$960,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$604,579
Value of total assets at end of year2012-12-31$6,047,651
Value of total assets at beginning of year2012-12-31$5,748,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,049
Total interest from all sources2012-12-31$10,864
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$133,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$133,222
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$604,579
Participant contributions at end of year2012-12-31$69,655
Participant contributions at beginning of year2012-12-31$23,078
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$36,928
Other income not declared elsewhere2012-12-31$89
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$299,310
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,047,651
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,748,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,168,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,835,172
Value of interest in pooled separate accounts at end of year2012-12-31$2,991
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,087
Interest on participant loans2012-12-31$3,204
Interest earned on other investments2012-12-31$7,660
Value of interest in common/collective trusts at beginning of year2012-12-31$677,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,203,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,203,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$769,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$514,413
Net investment gain/loss from pooled separate accounts2012-12-31$2,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$960,247
Contract administrator fees2012-12-31$6,049
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI, LLP
Accountancy firm EIN2012-12-31390758449
2011 : SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$165,500
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$160,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$155,755
Expenses. Certain deemed distributions of participant loans2011-12-31$6,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$410,354
Value of total assets at end of year2011-12-31$6,460,943
Value of total assets at beginning of year2011-12-31$6,455,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,376
Total interest from all sources2011-12-31$310
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$23,078
Participant contributions at beginning of year2011-12-31$41,524
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$14,584
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$14,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,369
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,460,943
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,455,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,908,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,415,140
Value of interest in pooled separate accounts at end of year2011-12-31$1,143
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,213
Interest on participant loans2011-12-31$2,696
Interest earned on other investments2011-12-31$310
Value of interest in common/collective trusts at end of year2011-12-31$952,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,597,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,181,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,181,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-239,350
Net investment gain/loss from pooled separate accounts2011-12-31$-69
Net investment gain or loss from common/collective trusts2011-12-31$-5,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$410,354
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$14,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$155,755
Contract administrator fees2011-12-31$4,376
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI, LLP
Accountancy firm EIN2011-12-31390758449
2010 : SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,719
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,671
Total income from all sources (including contributions)2010-12-31$1,070,390
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$409,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$393,684
Expenses. Certain deemed distributions of participant loans2010-12-31$8,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$539,683
Value of total assets at end of year2010-12-31$5,635,168
Value of total assets at beginning of year2010-12-31$4,973,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,619
Total interest from all sources2010-12-31$2,199
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$74,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$74,160
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$538,224
Participant contributions at end of year2010-12-31$41,524
Participant contributions at beginning of year2010-12-31$55,780
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$5,128
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$14,584
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$13,671
Administrative expenses (other) incurred2010-12-31$7,619
Liabilities. Value of operating payables at end of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$661,028
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,620,449
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,959,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,388,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,890,927
Value of interest in pooled separate accounts at end of year2010-12-31$10,287
Interest on participant loans2010-12-31$2,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,181,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$13,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$26,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$454,348
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$388,556
Contract administrator fees2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$135
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI, LLP
Accountancy firm EIN2010-12-31390758449
2009 : SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN

2022: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHWEST HEALTH CENTER, INC. 403(B) TSA PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8162
Policy instance 2
Insurance contract or identification numberVE8162
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $46
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7
Amount paid for insurance broker fees0
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814931
Policy instance 1
Insurance contract or identification number814931
Number of Individuals Covered579
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8162
Policy instance 2
Insurance contract or identification numberVE8162
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7
Amount paid for insurance broker fees0
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814931
Policy instance 1
Insurance contract or identification number814931
Number of Individuals Covered515
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8162
Policy instance 1
Insurance contract or identification numberVE8162
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered721
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $940
Total amount of fees paid to insurance companyUSD $515
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $940
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8162
Policy instance 2
Insurance contract or identification numberVE8162
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered653
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,278
Total amount of fees paid to insurance companyUSD $1,892
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,278
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8162
Policy instance 2
Insurance contract or identification numberVE8162
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8162
Policy instance 2
Insurance contract or identification numberVE8162
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?3
Insurance broker namePROEQUITIES INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered627
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,718
Total amount of fees paid to insurance companyUSD $1,567
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,718
Insurance broker organization code?3
Amount paid for insurance broker fees1567
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE.
Insurance broker nameTHE PENSION SPECIALISTS LTD
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered526
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,904
Total amount of fees paid to insurance companyUSD $1,312
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,904
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameTHE PENSION SPECIALISTS LTD
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8162
Policy instance 1
Insurance contract or identification numberVE8162
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered493
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,844
Total amount of fees paid to insurance companyUSD $1,282
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,844
Insurance broker organization code?3
Amount paid for insurance broker fees1282
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameTHE PENSION SPECIALISTS LTD
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8162
Policy instance 2
Insurance contract or identification numberVE8162
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8162
Policy instance 1
Insurance contract or identification numberVE8162
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered466
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,877
Total amount of fees paid to insurance companyUSD $10,419
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,877
Amount paid for insurance broker fees2267
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTHE PENSION SPECIALISTS LTD
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered429
Insurance policy start date2012-04-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $33,134
Total amount of fees paid to insurance companyUSD $6,806
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,134
Amount paid for insurance broker fees77
Additional information about fees paid to insurance brokerREFERRAL AND SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTHE PENSION SPECIALISTS LTD
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8162
Policy instance 1
Insurance contract or identification numberVE8162
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8162
Policy instance 1
Insurance contract or identification numberVE8162
Number of Individuals Covered9
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8162
Policy instance 1
Insurance contract or identification numberVE8162
Number of Individuals Covered11
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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